From Felon to Firm Owner: An Unconventional Path in Accounting

Earmark Podcast | Earn Free Accounting CPE

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تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Earmark LLC, Blake Oliver, and CPA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Earmark LLC, Blake Oliver, and CPA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 8 أيام33:58

التشغيل لاحقا

قوائم

إعجاب

احب

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

منذ عام واحد 1:07:06

MP3•منزل الحلقة

Think the pathway to owning an accounting firm is linear? Think again.

In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background.

Before becoming a successful firm owner, Scott started dealing drugs, got kicked out of UNC, and ended up with a felony conviction. But with persistence and grit, Scott cleaned up his act, got back on track with his accounting degree, and hustled his way up to leading an accounting practice approaching $2 million in annual revenue.

Scott gives an honest account of his journey—the highs, the lows, and the lessons learned along the way. He talks about the mistakes he made scaling his firm and the tools and systems he implemented to get “out of the work” and create more freedom in his life.

These days Scott is pursuing his creative passions, like rapping as "OKR," while his firm runs smoothly in the background.

His story offers inspiration that firm ownership isn't one-size-fits-all and that with the right mindset and support, unlikely entrepreneurs can thrive in accounting.

Sponsor
Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot

Chapters

(00:46) - Blake's first impressions of Scott
(07:14) - The definition of a successful firm
(11:28) - Scott works an hour a week on his firm
(12:09) - The bottom line: What Scott takes home
(13:32) - Are you planning to grow the firm?
(15:33) - Scott felt guilty about not doing the work
(16:55) - How Scott started his firm
(21:34) - Learning from mistakes
(23:29) - Scott's felony charge and what it taught him about business
(26:02) - The similarities between pricing drugs and accounting services
(32:09) - What did you do after you bought the firm?
(35:55) - Getting stuck at $1.2 million revenue
(36:40) - How EOS changed things
(38:25) - What is Padgett?
(39:24) - Back to EOS
(44:48) - Joining XPAC, the Xero Partner Advisory Council
(48:27) - Stuck in Mexico during COVID caused a mindset shift
(51:16) - Cal Newport and digital minimalism
(56:05) - What Scott is working on next
(01:01:37) - Where to reach Scott and how to listen to Accounting High
(01:04:01) - Where do you want to see the accounting profession go?

Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Scott Scarano
Website: https://www.accountinghigh.com/
LinkedIn: https://www.linkedin.com/in/scottscarano/
Twitter: https://twitter.com/scottscarano

Learn more about Scott's firm, Padgett NC

Website: https://raleigh.padgettadvisors.com/index.php

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

87 حلقات

#Careers #Higher Education #Business #Podcasting Education #Earmark CPE #Blake Oliver #CPA #Accounting #Continuing Professional Education #CPE

From Felon to Firm Owner: An Unconventional Path in Accounting

Earmark Podcast | Earn Free Accounting CPE

published منذ عام واحد

MP3•منزل الحلقة

Think the pathway to owning an accounting firm is linear? Think again.

In this episode, Blake has a fascinating conversation with Scott “OKR” Scarano, an accounting firm owner with an unconventional background.

These days Scott is pursuing his creative passions, like rapping as "OKR," while his firm runs smoothly in the background.

His story offers inspiration that firm ownership isn't one-size-fits-all and that with the right mindset and support, unlikely entrepreneurs can thrive in accounting.

Sponsor
Check out our Sponsor LiveFlow — Advanced Financial Reporting on Autopilot

Chapters

(00:46) - Blake's first impressions of Scott
(07:14) - The definition of a successful firm
(11:28) - Scott works an hour a week on his firm
(12:09) - The bottom line: What Scott takes home
(13:32) - Are you planning to grow the firm?
(15:33) - Scott felt guilty about not doing the work
(16:55) - How Scott started his firm
(21:34) - Learning from mistakes
(23:29) - Scott's felony charge and what it taught him about business
(26:02) - The similarities between pricing drugs and accounting services
(32:09) - What did you do after you bought the firm?
(35:55) - Getting stuck at $1.2 million revenue
(36:40) - How EOS changed things
(38:25) - What is Padgett?
(39:24) - Back to EOS
(44:48) - Joining XPAC, the Xero Partner Advisory Council
(48:27) - Stuck in Mexico during COVID caused a mindset shift
(51:16) - Cal Newport and digital minimalism
(56:05) - What Scott is working on next
(01:01:37) - Where to reach Scott and how to listen to Accounting High
(01:04:01) - Where do you want to see the accounting profession go?

Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Scott Scarano
Website: https://www.accountinghigh.com/
LinkedIn: https://www.linkedin.com/in/scottscarano/
Twitter: https://twitter.com/scottscarano

Learn more about Scott's firm, Padgett NC

Website: https://raleigh.padgettadvisors.com/index.php

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

87 حلقات

#Careers #Higher Education #Business #Podcasting Education #Earmark CPE #Blake Oliver #CPA #Accounting #Continuing Professional Education #CPE

كل الحلقات

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منذ 7 أيام51:22

51:22

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منذ 8 weeks53:55

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منذ 10 weeks57:20

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منذ 12 weeks1:04:02

1:04:02

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منذ 18 weeks1:03:23

1:03:23

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منذ 20 weeks55:39

55:39

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منذ 22 weeks58:46

58:46

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your international tax expertise! (Originally recorded on September 16, 2024, on Earmark Webinars+) Sponsor ShareFile - https://earmarkcpe.promo/sharefile Chapters (01:19) - Eric's Journey from Philosophy to Accounting (03:04) - Life and Career in Japan (04:19) - Transitioning Back to the US and Becoming a CPA (05:56) - Experiences in the California Community College System (07:49) - Living in Japan: City vs Countryside (10:44) - Starting an Accounting Career in Japan (17:32) - Cultural Adjustments and Work-Life Balance (27:00) - Working with Expats and Tax Complexities (31:41) - Understanding Tax Penalties for Expats (32:48) - Streamline Procedures for Tax Compliance (33:59) - Navigating the Japanese Tax System (37:37) - Remote Work and Connectivity in Japan (40:56) - Building a Home in Rural Japan (43:19) - Managing a Growing Client Base (53:03) - Cultural Nuances in International Accounting (55:18) - Travel Tips and Destinations in Japan (57:42) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Eric Azevedo LinkedIn: https://www.linkedin.com/in/ericazevedo Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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Integrating Wealth Management with Accounting Services 1:03:12

منذ 24 weeks1:03:12

1:03:12

Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative approaches - Candid insights into client feedback that CPAs rarely hear - Strategies for delivering the integrated advice clients truly want (Originally recorded on August 1, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:05) - Kyle's Journey into Wealth Management and CPA Integration (02:46) - Building a CPA Firm from Scratch (05:05) - Client-Centric Approach and the Red Chair Concept (06:28) - Differences Between Wealth Management and Traditional CPA Firms (10:15) - Challenges and Benefits of Integrated Services (15:11) - Improving Client Relationships and Communication (30:16) - Scheduling Work to Improve Efficiency (35:48) - Client Communication Challenges & Strategies (38:21) - Logistical Issues and Solutions (41:28) - The Role of CPAs and Financial Advisors (47:40) - Integrated Financial Advice (50:49) - Client Engagement and Meeting Schedules (53:46) - The Future of Accounting and Financial Advice (55:41) - Getting Started in Wealth Management (01:00:33) - The Impact of AI on Tax Preparation (01:01:45) - Conclusion and Upcoming Events Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Kyle Walters LinkedIn: https://www.linkedin.com/in/kyledwalters Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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Successfully Selling Your CAS Practice: Lessons from Industry Experts 1:00:47

منذ 26 weeks1:00:47

1:00:47

Join Blake Oliver for a conversation with Lynnette Oss Connell and Craig Connell as they share their real-life journey of selling their Client Accounting Services (CAS) firm to a larger regional CPA firm. This webinar will explore the complexities and challenges of transitioning a boutique practice into a larger organization. Gain valuable insights on preparing for a sale, negotiating terms, and ensuring a smooth transition for your clients and team. Whether you're considering selling your firm now or in the future, this session offers actionable strategies and expert advice to help you navigate the process successfully. (Originally recorded on August 27, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:09) - Founding ClickPNW: Lynette and Craig's Journey (02:50) - Client Services and Growth Strategies (05:26) - Challenges and Successes in Client Management (09:28) - Deciding to Sell: Personal and Professional Factors (18:09) - Finding the Right Buyer: The Sweeney Conrad Story (31:39) - Transitioning to a New Firm (32:16) - Employee and Client Considerations and Unexpected Challenges (33:56) - Transitioning Staff and Clients (36:50) - Client Relationships and Retention (39:15) - Administrative Challenges (44:30) - Lessons Learned and Advice (55:15) - Future Plans and Reflections (59:41) - Conclusion and CPE Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Lynnette Oss Connell LinkedIn: http://linkedin.com/in/lynnette-oss-connell-cpa Craig Connell LinkedIn: http://www.linkedin.com/in/craigconnellcpa Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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The Savannah Bananas' Playbook for Unconventional Business Growth 1:03:21

منذ 28 weeks1:03:21

1:03:21

Blake Oliver interviews Savannah Bananas CFO Tim Naddy to learn unconventional strategies for explosive business growth. Discover how this innovative sports entertainment team achieved a million-fan waitlist and sold out over 200 consecutive games. Tim will share insights on creating innovative revenue streams, developing fan-centric KPIs to drive profitability, and managing financial risks in rapidly scaling businesses. Whether you're in sports, entertainment, or another industry, discover how to apply these creative accounting practices to transform your financial approach. Walk away with actionable strategies to enhance customer engagement, boost growth, and reimagine your business's financial success. (Originally recorded on August 7, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:00) - How to Earn CPE (01:17) - Behind the Scenes with the Savannah Bananas (03:06) - The Role of a CPA in Sports Entertainment (04:40) - Educating the Next Generation of Creatives (07:37) - The Savannah Bananas Phenomenon (12:59) - Fan-Centric Business Model (20:23) - Challenges and Innovations in Finance (29:20) - Touring and Merchandise Strategy (34:48) - Partnering for Regional Warehousing (35:30) - Forecasting Inventory Needs (36:05) - Managing Merchandise Logistics (37:06) - Understanding Fan Data (39:03) - Finance Tech Stack Overview (49:12) - Challenges of Rapid Expansion (55:55) - Creative Accounting Practices (59:14) - Advice for Aspiring Accountants (01:02:10) - Conclusion and CPE Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Tim Naddy LinkedIn: http://www.linkedin.com/in/drtimnaddy221b Learn more about The Savannah Bananas https://thesavannahbananas.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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How Taxes Shape Our Economy and Lives 55:54

منذ 30 weeks55:54

55:54

Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy." Discover how tax policies impact everyday expenses like housing, healthcare, and education, and learn surprising historical tax facts such as the 18th-century British “window tax” and its relevance to today's proposed wealth taxes. (Originally recorded on July 25, 2024, on Earmark Webinars+) Sponsor Bookkeeping Biz Workshops - https://earmarkcpe.promo/bbworkshop Chapters (00:46) - Introducing 'Taxocracy' (04:10) - Education and Tuition Costs (11:24) - Principles of Tax Policy (15:27) - Corporate Tax Rates Debate (24:23) - Tariffs and Economic Impact (29:42) - Impact of Trade Wars on Consumer Goods (31:03) - Tax Policies and Their Consequences (34:28) - Unintended Consequences of Tax Policies (36:57) - Creative Tax Avoidance Strategies (40:10) - The Role and History of the Tax Foundation (44:13) - Challenges and Future of Tax Reform (51:59) - Global Tax Systems and Their Benefits (53:58) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Scott Hodge LinkedIn: https://www.linkedin.com/in/scottahodge/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Our Favorite Government Frauds: An Interview with the Hosts of "Oh My Fraud" 59:43

منذ 31 weeks59:43

59:43

Greg Kyte and Caleb Newquist of the Oh My Fraud podcast share their favorite government fraud cases they've covered on the Oh My Fraud podcast, including Rita Crundwell's $53 million municipal fraud in Dixon, Illinois, and Claudia Viles' $500,000 tax-collector fraud in Anson, Maine. They also examine the "Fat Leonard" Navy contracting fraud, Eddie Tipton's lottery rigging scheme, and some pandemic-related frauds like PPP and EIDL abuse. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:52) - Overview of Government Frauds (01:58) - The Case of Rita Crundwell (06:43) - How Rita Crundwell Was Caught (14:36) - The Case of Claudia Viles (32:17) - The Fat Leonard Scandal Unveiled (33:43) - Exorbitant Invoices and Ignored Red Flags (34:45) - Bravo Zulus and Dirty Work (36:13) - Security Measures and Exploiting Tragedies (39:11) - The Crux of the Fraud: Inflated Invoices (41:00) - Lottery Fraud: Eddie Tipton's Scheme (49:20) - Pandemic Fraud: A Rock and a Hard Place (55:52) - Final Thoughts and Takeaways Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guests: Greg Kyte, CPA Website: http://www.comedyCPE.com X: https://twitter.com/gregkyte LinkedIn: https://www.linkedin.com/in/gregkyte/ Caleb Newquist X: https://twitter.com/cnewquist LinkedIn: https://www.linkedin.com/in/calebnewquist/ Learn more about Oh My Fraud Website: https://ohmyfraud.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Practical Strategies for Recruiting and Retaining Top Talent in Accounting 1:04:21

منذ 34 weeks1:04:21

1:04:21

Explore cutting-edge hiring solutions for accountancy firms with Robin Thieme, CEO and founder of KBS CFO, and industry expert Blake Oliver. Learn how work simulations provide a "try before you buy" approach, ensuring a better fit for the firm and the candidate. Discover the benefits of apprenticeship programs, which KBS CFO has successfully implemented. Robin will share insights from her experience running a Results Only Work Environment and discuss how these innovative practices can help your firm attract and retain top talent. Don't miss this opportunity to revolutionize your hiring process! (Originally recorded on June 19, 2024, on Earmark Webinars+) Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:57) - Robin Thieme's Background and Firm Overview (05:44) - Specialization in Distilleries (07:57) - Team Structure and Roles (13:17) - Innovative Hiring Practices (18:30) - Work Simulation Process (29:55) - Remote Work Challenges and Skills (38:24) - Introduction to Results Only Work Environment (38:53) - Attracting Top Talent with a Tech-Forward Approach (40:41) - Flexibility and Accountability in Remote Work (43:57) - Managing Team Performance and Client Expectations (45:26) - How to Hold Your Team Accountable (48:29) - Choosing the Right Workflow Tools (56:52) - Exploring Apprenticeship Programs (01:01:55) - The Role of Timesheets in Job Costing (01:04:09) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Earn CPE for this episode! https://www.earmark.app/course/c41e6910-586a-474d-ae77-febfce14898f Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Robin H Thieme, CITP, CGMA, CPA LinkedIn: https://www.linkedin.com/in/kbscfo/ Learn more about KBS CFO Website: https://www.kbscfo.com/# Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
The Art of Challenging Property Tax Assessments 45:51

منذ 35 weeks45:51

45:51

Blake discusses the intricacies of property tax assessments and appeals with Josh Malancuk, President and Founder of JM Tax Advocates. Josh explains how his firm helps businesses minimize their property tax liabilities by providing a more accurate market value for their properties, which often differs from the assessor's valuation. He walks through the appeal process, the importance of meeting deadlines, and shares a case study where his firm saved a client millions of dollars in property taxes. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (01:04) - Meet Josh Malancuk: Property Tax Specialist (02:09) - The Importance of Property Tax Specialization (06:07) - Understanding Property Tax Assessments (09:06) - The Appeal Process Explained (16:12) - Appealing an Asset Value (23:49) - What Is It Like Making an Appeal? (32:58) - Case Study: Mega Food Processor (40:36) - How to Work with JM Tax Advocates (45:10) - Advice for Aspiring Property Tax Specialists (46:41) - Conclusion and Contact Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, Josh Malancuk, CPA, CMI LinkedIn : https://www.linkedin.com/in/josh-malancuk-cpa-cmi-a5997619/ Learn more about JM Tax Advocates https://jmtaxadvocates.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

1
Achieving Work-Life Harmony in Accounting with The 3.3 Rule 48:08

منذ 37 weeks48:08

48:08

John Briggs, founder of Incite Tax and author of "The 3.3 Rule" joins Blake to explain his approach to ending burnout in accounting while increasing productivity, which involves working for up to three hours followed by a 30% recovery period. They explore how this method can double productivity compared to the traditional 8-hour workday, and John provides practical tips for implementing it in accounting firms. Sponsor MakersHub - https://earmarkcpe.promo/makershub Chapters (00:38) - Introducing John Briggs and the 3.3 Rule (04:50) - Applying the 3.3 Rule in Accounting (05:12) - John's Journey: From Deloitte to Insight Tax (07:04) - Challenges and Solutions in Modern Accounting Firms (11:42) - The Problem with Billable Hours (22:19) - The Benefits of Structured Breaks (25:07) - Being a Controller at Atlas (27:29) - The Reality of Top 100 Firms and Work-Life Balance (29:18) - AI's Impact on Consulting and Accounting (30:31) - The Future of Work Hours and Technology (33:57) - Balancing Work, Health, and Personal Life (39:05) - Measuring Productivity Beyond Hours Worked (46:35) - Final Thoughts and Where to Find More Information Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Connect with Our Guest, John Briggs LinkedIn: https://www.linkedin.com/in/johnbriggscpa/ Learn more about Incite Tax & Accounting Website: https://incitetax.com/ Connect with Blake Oliver, CPA LinkedIn: https://www.linkedin.com/in/blaketoliver Twitter: https://twitter.com/blaketoliver/…

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